Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 261 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
78,196
shares
|
$3.71 Million
0.65% of portfolio
|
Q4 2022
Added 23.38%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
77,675
shares
|
$3.68 Million
0.59% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
75,198
shares
|
$3.57 Million
0.74% of portfolio
|
Q2 2022
Reduced 57.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
71,114
shares
|
$3.37 Million
0.05% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
68,187
shares
|
$3.23 Million
0.98% of portfolio
|
Q3 2025
Reduced 52.93%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
68,182
shares
|
$3.23 Million
0.45% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
67,317
shares
|
$3.19 Million
0.01% of portfolio
|
Q3 2023
Reduced 39.78%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
66,988
shares
|
$3.18 Million
1.79% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
62,302
shares
|
$2.96 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
62,168
shares
|
$2.95 Million
0.02% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
61,558
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 44.44%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
60,699
shares
|
$2.88 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
59,468
shares
|
$2.82 Million
0.04% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
52,613
shares
|
$2.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
51,422
shares
|
$2.44 Million
0.92% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
47,753
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
47,479
shares
|
$2.25 Million
0.04% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
47,224
shares
|
$2.24 Million
0.73% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
44,936
shares
|
$2.13 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
42,618
shares
|
$2.02 Million
0.17% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
41,029
shares
|
$1.95 Million
0.05% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
40,125
shares
|
$1.9 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
38,288
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
35,572
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
35,469
shares
|
$1.68 Million
0.13% of portfolio
|
Q3 2025
Added 3.06%
|
|